JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.3B
AUM Growth
-$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,015
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$62.8M
3
+$59.2M
4
DVN icon
Devon Energy
DVN
+$58.4M
5
MCK icon
McKesson
MCK
+$57.9M

Top Sells

1
+$97.3M
2
+$44.8M
3
+$38.4M
4
CMI icon
Cummins
CMI
+$34.2M
5
APA icon
APA Corp
APA
+$33.4M

Sector Composition

1 Technology 15.92%
2 Healthcare 10.18%
3 Financials 8.87%
4 Consumer Discretionary 6.56%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.21M 0.01%
96,778
+17,779
552
$5.2M 0.01%
162,662
-603
553
$5.15M 0.01%
93,128
+3,565
554
$5.11M 0.01%
224,710
+116,215
555
$5.05M 0.01%
120,308
+12,645
556
$5.03M 0.01%
33,071
+1,125
557
$5.02M 0.01%
155,386
+2,588
558
$5.02M 0.01%
55,022
+2,864
559
$4.99M 0.01%
37,724
-2,782
560
$4.98M 0.01%
245,423
+127,035
561
$4.96M 0.01%
68,703
-16,338
562
$4.96M 0.01%
59,583
+22,135
563
$4.91M 0.01%
104,128
+1,263
564
$4.9M 0.01%
79,916
+7,491
565
$4.89M 0.01%
190,060
+23,905
566
$4.87M 0.01%
23,370
+7,495
567
$4.81M 0.01%
65,520
+2,185
568
$4.81M 0.01%
29,247
+1,095
569
$4.79M 0.01%
42,716
-1,201
570
$4.76M 0.01%
63,554
+11,053
571
$4.74M 0.01%
133,646
+4,164
572
$4.71M 0.01%
3,613
+591
573
$4.7M 0.01%
374,535
+9,422
574
$4.7M 0.01%
55,129
-37,593
575
$4.66M 0.01%
39,382
+18,636
21 22
23
24 25